Transcript Crash Course: Microsoft Excel

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 This Microsoft Excel presentation is a prepackaged solution
for basic Excel training.
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Tips for maximizing Microsoft Excel 2010
Say hello to the ribbon
• Revolutionary way to work.
• Simple click to access.
• Tabs on the ribbon replace menu structuring.
File format changes abound
 The file format used by Microsoft Excel 2010 is an
XML-based format.
 The new format provides less rigid standards for its
files, making documents more accessible and easier
to handle.
Creating formulas
 Excel formulas are powerful and versatile.
 Excel uses a specific order of operation.
 Use parentheses to override the order of
operation (i.e., =2+3*2 results in 8 while
=(2+3)*2 results in 10).
Using functions
 Use functions to calculate financial and
statistical expressions.
 Access functions by clicking the Formula tab
and selecting Insert Function in the Function
Library group.
Cell operations
 Refer to contents of cells instead of numbers.
 Make for easy manipulation and provide capability
for what if scenarios.
 Cells are named by a unique letter and number
combination.
 Formulas use this combination to evaluate the
contents of a cell.
 Key Performance Indicator reporting is available to
show graphical representation without a chart or
graph.
Absolute v. relative
 A relative reference changes when a formula is
copied, but not when a formula is moved.
 Use a dollar sign ($) to mark a cell reference as
absolute.
 Highlight any cell reference in the formula bar
and press F4 to cycle through the
relative/absolute combos.
Formatting a cell and its data
 Excel offers numerous formatting options.
 Excel formatting includes boldface, italics,
underline, shading, lines, currency signs,
percentages, and more.
 Cell and data formatting options are on the
Home tab in the Font, Alignment, and
Number groups.
Formatting a page

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Change page margins to fit more content
on a page.
Add a header or footer with the date and
time or any other static information.
See additional items in context.
Cell operations - KPI
Conditional formatting of
cells allows for better
representation of data.
Using filters
 Filters enable displaying specific data subsets
from a long table.
 Use multiple or custom filters to quickly drill down
to the exact data you require.
 Use filters to
compare data.
AutoFilter options
 AutoFilter includes several options:
 Sort Ascending / Sort Descending
 Color (where available)
 Custom
Sorting data
 Use Excel’s Sort feature and combine multiple Sort
levels to sort data exactly as you require.
 Advanced options further customize data sorting.
 Sorting features
are on the Data
tab in the
Sort & Filter
group.
About subtotals and data levels
 Subtotals provide at-a-glance subset totals.
 Create subtotals by sorting tables according to
your needs.
 Display subtotals by clicking the Data tab and
then clicking Subtotals in the Outline group.
Using subtotals and data levels
 Related data
levels let you quickly
view
just a grand total,
subtotals, or all the
data.
PivotTables

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Enable quick reviews of what if scenarios.
Manipulate data without accidentally
deleting it or changing it.
Display data in a meaningful way.
Creating PivotTables
 Create PivotTables using
the PivotTable and
PivotChart Report
Wizard.
Creating charts

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
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Excel supports
numerous chart types.
Use different chart
types to portray
different kinds of
information.
Create charts from
pivot tables.
Create charts using the
Chart Wizard.
Using macros
 Simplify routine tasks.
 Automate common
functions.
 Easily record macros and
play them back to repeat
the action as needed.
Exporting Excel data/charts
 Excel data is easily exported to other Microsoft
Office applications.
 You can copy and paste information from
one Office application to another.
Exporting Excel data/charts
 Link data between
Office applications.
 Linking data enables
changes made
within one
application to be
reflected in another.
Retrieving database data
 Combine Access’ database power with Excel’s
flexibility.
 Databases and spreadsheets have many
important differences.
 Import Access data a table at a time into Excel.
Printing Excel data
 Excel supports numerous print configuration options:
 Page margins
 Column and row headings
 Date and time information
 Configure printing options from the Page Setup group in
the Page Layout tab of the ribbon.
Share Excel data on the Web
 Share a spreadsheet or worksheet on the Web.
 Change the file name (if needed) and specify
other options.
Collaboration features
 Microsoft SharePoint Services empower enhanced
collaboration through support for:
 Document Workspaces
 Meeting Workspaces
Final steps
 Are there any questions?
 Thank you for attending.
 Don’t forget your handout.